Private Wealth Advisor: Holistic Planning & Digital Tools

Aumni; Fresno (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, offer advised solutions, and refer Chase partners to deepen client engagement.

You will support clients from first-time savers to high-net-worth individuals, delivering personalized investment guidance while leveraging digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or within 60 days.
• CFP certification is preferred.
• Bachelor’s degree is preferred.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Relationship building

Goals-based planning

Client acquisition

Financial advisory

Communication

Compliance awareness

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, offer advised solutions, and refer Chase partners to deepen client engagement.

You will support clients from first-time savers to high-net-worth individuals, delivering personalized investment guidance while leveraging digital tools to enhance the investor experience.